
Meet the data platform company for the AI era.
501 - 1000 employees
💰 $83M Series D on 2021-05
September 22

Meet the data platform company for the AI era.
501 - 1000 employees
💰 $83M Series D on 2021-05
• Serve as the primary business analyst for Salesforce Sales Cloud and Service Cloud, including user setup, permission sets, queues, and profiles • Create and manage workflows, assignment rules, escalation rules, auto-response rules, and approval processes • Build and maintain custom reports and dashboards for support leadership and stakeholders • Manage and troubleshoot data integrity issues, duplicate records, and case routing anomalies • Partner with cross-functional teams to implement new features, releases, and user requests • Act as a liaison between business teams and IT/System teams for platform changes • Document configuration, processes, and support materials for training and governance • Partner with Sales, Finance, Support and Operations to streamline end-to-end processes (e.g., onboarding, order management, renewals) • Define and document standard operating procedures (SOPs) and data standards • Proactively identify and resolve process inefficiencies or data quality issues • Build and maintain dashboards and reports within Salesforce to support business reviews and Sales leadership • Serve as the go-to resource for custom reporting needs and ad hoc data analysis • Support the development of a master data strategy in collaboration with Operations and Finance • Provide day-to-day Salesforce support to the Sales organization, including troubleshooting issues and handling help requests • Develop runbooks, documentation, and training materials; deliver onboarding sessions and training for new team members • Track compliance with Salesforce SOPs and data hygiene standards; drive accountability across teams • Own and/or contribute to cross-functional initiatives such as user administration, structuring accounts for partner support, and managing SFDC processes (flows, validation rules)
• VDT264885 years of experience administering Salesforce, with a strong focus on Service Cloud and Customer Community • Salesforce Administrator Certification required; Sales and Service Cloud Consultant certification preferred • Proficient in configuration (not code): Flows, page layouts, Lightning App Builder, validation rules, etc. • US Citizenship (only) required - dual citizenship not allowed • Strong understanding of support processes and metrics (e.g., SLAs, CSAT, case lifecycle) • Strong understanding of Agile Methodology, scrum master preferred • Preferred: Experience supporting a global customer-focused team • Preferred: Enterprise software or high-tech industry experience is a plus. • Experience with Salesforce Sales Cloud and Service Cloud; user setup, permission sets, queues, and profiles • Ability to manage workflows, assignment rules, escalation rules, auto-response rules, and approval processes • Ability to build and maintain custom reports and dashboards • Ability to manage and troubleshoot data integrity issues, duplicate records, and case routing anomalies
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